Creating a new Project in Burai is designed to be an intuitive and guided process that captures all the necessary details from the start. Every step is carefully organized to ensure that projects are set up for success, right from the naming convention to file transfers and team invitations.
Initiate the project creation process by selecting the “Create” button, from the Projects section on the top left side of the Burai WorkOS, a modal window appears that introduces the process and outlines the required information. Initially, the user is prompted to input a project name. This name is validated in real time to ensure uniqueness; if the name is already in use, the system provides clear instructions to choose another.
The process then moves to the file and folder transfer phase. Here, users have the option to immediately select files and folders from their SharePoint account. A dedicated SharePoint popup window allows the selection of existing documents, with the option to create new folders during the transfer. An overview screen then provides a summary of the files chosen, alerting the user if any files belong to another project and ensuring that the transition will not cause conflicts.
Subsequently, the process offers the ability to invite team members. A dynamic input field allows the user to add team members by name or email address, and the system provides suggestions based on the organization’s directory. This step ensures that once the project is active, the collaborative tools are available without further manual adjustments.
At the final stage, with all the necessary information provided, the user confirms the creation by clicking the “Create a project” button. Immediately thereafter, Burai creates a dedicated folder in the SharePoint site, and if file transfers were included in the process, the system begins moving the files while tracking progress in real time. A success message confirms that the project is now active, and the user is directed to the Project page.
Step-by-Step Process:
Step 1: Initiating the Process
Accessing the Feature:
Navigate to the Projects section in the application.
Select the “Create” button.
Setting up the Project:
Enter the Project name.
The system checks for uniqueness in real time. If the name is not valid, an error message prompts the user to choose a different name.
Once a valid name is detected, the “Continue” button becomes active for progressing to the next step.
Add members to your Project and select their permission level.
"Can Edit" means the Project member can make changes to the Project.
"Can View" mean the Project member cannot edit the Project but can participate in the Project.
The modal outlines what information is needed, such as a project name, optional file transfers, and team member invitations.
Step 2: Optional File and Folder Transfer
Add Files from Sharepoint or Google Drive:
Users can opt to move files or folders immediately.
Clicking the “New” and "File or folder" (under Move to Project) opens a popup window to choose items.
Upload Files from Your Device:
Users can upload files or folders directly from their device.
Click on "Upload File" to add a specific file or "Upload Folder" to add an entire folder to your Project.
Creation of New Folders:
If required, users can create new folders for your Project.
Review Screen:
After selecting items, an overview screen displays the selected files.
A notification appears if some files belong to another project, alerting the user that files will be moved.
Step 3: Optional Project Member Invitation (post initial project creation)
Adding Collaborators:
Select the "Share" button to pop open an input field to add team members by name or email address.
As the user types, suggestions are provided to ensure accurate additions.
Default Permissions:
By default, new members are assigned “Can edit” permissions, which can be edited to “Can view” via a dropdown menu.
Control Options:
Each added member includes a delete icon for easy removal in case of error.
Step 4: To-do List
Creating a To Do List:
Select the "To-Do" section at the top of the page below the Project Name.
Select "Create Task" to add Tasks to the Project. Click here for more information on how to Create Tasks.
Step 5: Tips
Tracking:
Mark your Project as a Favourite by clicking on the Star next to the project name. This will allow you to view your Project and its status from the main dashboard.
Use the Overview section to keep track of all of the task due dates by day and assignee.
Keep track of your Project completion by using the tracking metre next to the Project Name.
This process is akin to establishing a new binder in a well-organized office, ensuring that every document and collaborator is in place from day one.